Institute for Wealth Management, LLC.'s ownership history for USMV

Institute for Wealth Management, LLC. currently holds 5.0K shares with a market value of $459.7K. It started holding USMV on 2024-09-30. At its peak, it held 58.1K shares on 2025-03-31. Its highest holding value was $5.4M on 2025-03-31. At its lowest, it held 4.8K shares on 2025-12-31, with a value of $451.7K on 2025-12-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 4.1K. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 53.1K.